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Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
30 Jun ‘25
TASK icon
1326
TaskUs
TASK
$766M
108 +3 +3% 50.2%
PLBC icon
1327
Plumas Bancorp
PLBC
$430M
72 +2 +3% 38.9%
SEIX icon
1328
Virtus SEIX Senior Loan ETF
SEIX
$288M
72 +2 +3% 1.78%
PAX icon
1329
Patria Investments
PAX
$1.64B
145 +4 +3% 27.7%
DJAN icon
1330
FT Vest US Equity Deep Buffer ETF January
DJAN
$483M
110 +3 +3% 15.6%
DMLP icon
1331
Dorchester Minerals
DMLP
$1.4B
147 +4 +3% 2.73%
BOW
1332
Bowhead Specialty Holdings
BOW
$1.11B
148 +4 +3% 9.86%
EELV icon
1333
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$409M
111 +3 +3% 6.2%
WLFC icon
1334
Willis Lease Finance
WLFC
$999M
111 +3 +3% 0.69%
CBNK icon
1335
Capital Bancorp
CBNK
$644M
111 +3 +3% 17.7%
TY icon
1336
TRI-Continental Corp
TY
$1.83B
149 +4 +3% 8.34%
FPF
1337
First Trust Intermediate Duration Preferred & Income Fund
FPF
$955M
112 +3 +3% 16.6%
XLSR icon
1338
State Street US Sector Rotation ETF
XLSR
$1.08B
112 +3 +3% 21.1%
THRM icon
1339
Gentherm
THRM
$1.03B
225 +6 +3% 18.2%
TPSC icon
1340
Timothy Plan US Small Cap Core ETF
TPSC
$361M
75 +2 +3% 16.6%
NKSH icon
1341
National Bankshares
NKSH
$268M
75 +2 +3% 54.6%
PDLB icon
1342
Ponce Financial Group
PDLB
$484M
75 +2 +3% 44.7%
HYBL icon
1343
State Street Blackstone High Income ETF
HYBL
$569M
75 +2 +3% 4.13%
BIBL icon
1344
Inspire 100 ETF
BIBL
$494M
114 +3 +3% 32.2%
STEW
1345
SRH Total Return Fund
STEW
$1.68B
114 +3 +3% 1.41%
FLO icon
1346
Flowers Foods
FLO
$1.17B
420 +11 +3% 65.6%
USSG icon
1347
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
77 +2 +3% 25.8%
OCSL icon
1348
Oaktree Specialty Lending
OCSL
$1.05B
193 +5 +3% 12.7%
DHS icon
1349
WisdomTree US High Dividend Fund
DHS
$1.54B
232 +6 +3% 16.5%
WGMI icon
1350
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$286M
39 +1 +3% 94.2%
52 53
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